Setting Up PeopleSoft-Only Sales and Use Tax Processing Options

In PeopleSoft Payables, sales and use tax data elements are defaulted from the control tables to minimize repetitive data entry. After the setup, you only enter exceptions to the default rules that you have defined. Sales and use tax default rules follow the PeopleSoft Payables control hierarchy. Values at the business unit level default to the transaction level unless you override the defaults with values stored at an intermediate level, such as voucher origin, control group, or supplier. Sales and use tax defaults and calculations depend on how you set up the following data elements in the table below:

Task	PeopleSoft Page	Comments	Hierarchy Level
1. Define tax authority codes.	Tax Authorities page	See Application Fundamentals: Defining Sales and Use Tax Authorities and Codes.	N/A
2. Define sales and use tax codes.	Tax Codes page	See Application Fundamentals: Defining Sales and Use Tax Authorities and Codes.	N/A
3. Define Ultimate Use codes (optional).	Ultimate Use Codes page	See Application Fundamentals: Ultimate Use Codes Page.	N/A
4. Define sales and use tax defaults for ship to locations.	Ship To Locations page Click the Sales/Use Tax link to access the Sales and Use Tax Defaults page.	See PeopleSoft Source to Settle Common Information: Sales/Use Tax Page.	N/A
5. Define sales and use tax options for the business unit.	Payables Definition - Tax Options page	See Payables Definition - Tax Options Page.	Business unit
6. Specify sales tax tolerances for the business unit.	Payables Options - Tax Options page	See Payables Options - Tax Options Page.	Business unit
7. Specify sales and use tax parameters for voucher origins.	Voucher Origin − Tax Options page	See Voucher Origin - Tax Options Page.	Voucher origin
8. Specify sales and use tax parameters for control groups.	Group Information − Tax Options page	See Group Information - Tax Options Page.	Control group
9. Define sales and use tax defaults for suppliers.	Supplier Information - Location page Click the Procurement link to define Ordering and Ship From location addresses. Click the Sales/Use Tax link to define sales and use tax options.		Supplier
10. Specify sales and use tax options for vouchers.	Invoice Information page Click the Sales/Use Tax link to access the Invoice Line Tax Information page.	See Entering Invoice Information for Online Vouchers.	Voucher